Quandri Knowledge Hub
Quandri Dashboard
Quandri’s Dashboard gives you visibility into your brokerage’s renewal performance, with a detailed view of every policy, including status, key details, and reports. This transparency makes it easy to identify and resolve issues quickly. In this article, we’ll walk through the dashboard’s key features and how to use them effectively.
Dashboard Metrics Tiles
The metrics section of the dashboard displays six tiles, giving users a clear breakdown of processing outcomes at a glance. The metrics are as follows:
| Metric | Description |
|---|---|
| # Processed | Total count of policies processed |
| Processing Rate | Percentage and count of successful policies |
| Error Rate | Percentage and count of policies with errors |
| Exceptions | Count of exempted policies |
| Time Saved | Hours saved (editable) |
| Dollars Saved | Dollar value saved (editable) |
Date Range & Filtering
The date picker now opens a dual-month calendar view with quick-select presets on the left side:
- Past Week
- Past Month
- Past 3 months
- Past 6 months
- Past year
- Past 2 years
- Custom range - select by clicking custom start and end dates across the two calendars.
Additional filters for carrier, policy type, and status are available as a dropdown inline with the date range. The search bar ("Search by carrier, policy, etc...") supports lookup by carrier policy number or policy number directly.
Tip: Export your data
Users can export the filtered data using the Export button.
Policy Processing Table
Users can view every processed policy in a searchable, filterable table below the metrics tiles. The table includes the following columns:
| Column | Description |
|---|---|
| Policy # | The policy identifier |
| Lookup Code | Associated lookup code |
| Carrier | Carrier name |
| ICO Code | ICO identifier |
| Policy Type Codes | Type classification (can show multiple, e.g., "AUTO, HOME") |
| Processed Date | When the policy was processed by Quandri |
| Description | Error message (if applicable) |
| Status | Success, Error, or Exemption (color-coded badges) |
The table supports pagination ("Showing 1-10 of 61 items") with configurable rows per page and page navigation controls.
Review Report Panel
Clicking the Report button (eye icon) on any row opens a slide-out panel displaying the full policy report.
The panel shows:
- Processed date at the top
- Policy summary — Policy type, effective date, carrier, premium, premium change (amount and percentage), and applicant age
-
Per-line breakdown — Each policy line (e.g., HOME, AUTO) displays:
- Review — Coverages and details found on the policy (dwelling limit, deductibles, liability limits, vehicle info, etc.)
- Missing — Coverages not present (e.g., "No extended dwelling", "No service line coverage")
At the bottom of the panel, a prompt reminds users: "If you notice anything on your report that is not expected it can be due to your configuration of Coverages or Rules." Two action buttons are available:
- Edit Rules — Opens the Rules page
- Edit Coverages — Opens the Coverages page
Exported data
Once you export, all of the policy reports will be downloaded for the selected filters.
Need more help?
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